+99.0%
WOR vs VOO
+309.6%
-210.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.7% |
| 7D | -1.7% | +2.6% | -4.3% | -4.9% |
| 30D | -5.2% | -2.0% | -3.2% | -2.9% |
| 3M | +2.6% | -2.8% | +5.4% | +6.3% |
| 6M | +9.5% | +2.2% | +7.4% | +6.5% |
| YTD | +16.6% | +11.5% | +5.1% | +1.1% |
| 1Y | +9.0% | +13.5% | -4.5% | -7.6% |
| 3Y | +59.8% | +78.1% | -18.3% | -26.6% |
| 5Y | +85.2% | +73.1% | +12.1% | -11.1% |
| All | +99.0% | +309.6% | -210.6% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling